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Financial Consultant

Hybrid Investment Portfolio Review Specialist

Job in Swansea, Swansea County, SA1, Wales, UK
Listing for: Aegon UK
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 22932 - 26800 GBP Yearly GBP 22932.00 26800.00 YEAR
Job Description & How to Apply Below
A financial services company is seeking an Ongoing Service Review Consultant to support clients through their financial journey in a hybrid environment. This role involves reviewing client portfolios, identifying necessary changes, and discussing investment objectives. Ideal candidates will have excellent telephony and customer service skills. Competitive salary ranging from £22,932 to £26,800 per annum, alongside benefits such as an enhanced pension scheme and 34 days of annual leave.
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